BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,648 hedge funds and large institutions have $214B invested in Berkshire Hathaway Class B in 2019 Q4 according to their latest regulatory filings, with 354 funds opening new positions, 943 increasing their positions, 976 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,648
Holders Change
+235
Holders Change %
+9.74%
% of All Funds
52.29%
Holding in Top 10
495
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+12.76%
% of All Funds
9.77%
New
354
Increased
943
Reduced
976
Closed
79
Calls
$3.71B
Puts
$2.67B
Net Calls
+$1.05B
Net Calls Change
+$754M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.11B
2
Goldman Sachs
Goldman Sachs
New York
+$427M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$368M
4
GQG Partners
GQG Partners
Florida
+$230M
5
Barclays
Barclays
United Kingdom
+$219M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.13B
2
HighTower Advisors
HighTower Advisors
Illinois
-$281M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$262M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$234M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEIA
2176
Signature Estate & Investment Advisors
California
$498K +$43.6K +192 +10%
FEM
2177
Fulcrum Equity Management
Texas
$498K +$158K +700 +47%
EMG
2178
Ellington Management Group
Connecticut
$498K +$272K +1,200 +120%
BRA
2179
Biechele Royce Advisors
Indiana
$496K – – –
CA
2180
Crewe Advisors
Utah
$495K -$65K -287 -12%
DP
2181
Denver PWM
Colorado
$494K – – –
CWM
2182
Concentric Wealth Management
California
$494K +$494K +2,182 New
ED
2183
Exane Derivatives
France
$490K -$138K -604 -22%
CM
2184
Cornerstone Management
Georgia
$488K +$488K +2,155 New
GG
2185
Greenwood Gearhart
Arkansas
$488K – – –
RB
2186
Rodgers Brothers
Pennsylvania
$488K – – –
ARG
2187
Advisory Resource Group
Oklahoma
$485K +$39K +172 +9%
RCM
2188
Radnor Capital Management
Pennsylvania
$484K – – –
SQA
2189
Simon Quick Advisors
New Jersey
$483K -$48.5K -214 -9%
SFG
2190
StrategIQ Financial Group
Indiana
$483K +$25.8K +114 +6%
WCAMG
2191
Woodard & Company Asset Management Group
North Carolina
$481K – – –
BWP
2192
Bernardo Wealth Planning
Pennsylvania
$480K -$1.13K -5 -0.2%
QPWM
2193
Quadrant Private Wealth Management
Pennsylvania
$480K +$137K +604 +40%
RP
2194
Rowlandmiller & Partners
Georgia
$476K +$226 +1 +0%
WC
2195
Weil Company
California
$475K – – –
FA
2196
FC Advisory
Pennsylvania
$473K – – –
CIAS
2197
CBIZ Investment Advisory Services
Ohio
$473K – – –
FIG
2198
FundX Investment Group
California
$473K +$473K +2,088 New
VCM
2199
Vigilant Capital Management
Maine
$472K +$2.26K +10 +0.5%
NFP
2200
Narus Financial Partners
Utah
$471K +$471K +2,081 New
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88
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